Benchmark Capital Advisors’s Procter & Gamble PG Stock Holding History

Benchmark Capital Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$947K	Buy	10,300 +300	+3%	+$26.8K	0.94%	36
2018 Q3	$832K	Hold	10,000	–	–	0.63%	51
2018 Q2	$781K	Buy	+10,000	New	+$753K	0.59%	56
2017 Q4	–	Sell	-13,500	Closed	-$1.23M	–	142
2017 Q3	$1.23M	Sell	13,500 -250	-2%	-$22.8K	0.95%	34
2017 Q2	$1.2M	Buy	13,750 +400	+3%	+$35.3K	0.95%	34
2017 Q1	$1.2M	Sell	13,350 -625	-4%	-$55.4K	0.95%	33
2016 Q4	$1.18M	Hold	13,975	–	–	0.97%	31
2016 Q3	$1.25M	Sell	13,975 -300	-2%	-$26.1K	0.95%	37
2016 Q2	$1.21M	Buy	+14,275	New	+$1.17M	0.99%	32

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Benchmark Capital Advisors's PG Position: Q4 2018 in Review

Benchmark Capital Advisors increased its Procter & Gamble (PG) stake by 3% in Q4 2018, buying an estimated $26.8K and bringing the position to 10,300 shares worth $947K. The position accounts for 0.94% of the portfolio, ranked #36.

Benchmark Capital Advisors first reported a position in PG in Q2 2016 and has held it in 9 quarters since. The position peaked at $1.25M in Q3 2016. 2,422 funds tracked by Wall St. Rank hold PG as of Q4 2018.

Benchmark Capital Advisors held 10,300 shares of Procter & Gamble worth $947K as of Q4 2018.
Benchmark Capital Advisors bought 300 Procter & Gamble shares in Q4 2018, an estimated $26.8K.
Procter & Gamble made up 0.94% of Benchmark Capital Advisors's portfolio in Q4 2018, its #36 holding.
Benchmark Capital Advisors first reported a position in Procter & Gamble in Q2 2016 and has held it in 9 quarters since.
Benchmark Capital Advisors's Procter & Gamble position peaked at $1.25M in Q3 2016.
2,422 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.